Tag: URG

by Debra Fiakas, CFA
The U.S. Administration took a swing at the uranium ball, but it is not clear if it was a miss and strike out or just a walk. Some in the uranium industry are applauding a decision by the Trump Administration on the January 2018 petition by U.S. uranium producers Energy Fuels (UUUU: NYSE) and Ur-energy (URG: NYSE), requesting protection from uranium imports. The U.S. Commerce Department had investigated the petition under Section 232 of the 1962 Trade Expansion Act. No new trade restrictions are being implemented at this time, but the Administration is establishing a working group to analyze U.S. nuclear fuel production. A report...

The post Yellow Cake Debut described the capital raising effort of one of the newest players in the uranium supply chain. Yellow Cake leadership brought the aspiring intermediary to the capital market at a critical time for uranium producers. The uranium market has been in an extended trough period since the industry peak in 2007. At that time considerable development had been undertaken and capacity was beginning to generate sufficient supply to create stockpiled inventories. As this bloated condition persisted, in 2011 the nuclear power and its uranium supply chain were shocked by a Pacific Ocean tsunami that led to a nuclear spill at...

Jim Lane “Trump Reiterates Support for Ethanol, RFS” is the major headline to come out of the National Ethanol Conference in San Diego, which is the Renewable Fuels Association’s annual conflab and as usual produced a flurry of studies, keynotes and statements on the viability and importance of US ethanol to everything from American jobs to advanced American manufacturing. The Trump headline came out of a letter sent to the delegates to the event by President Trump which itself is a hopeful sign of support. But did the President really offer support for the Renewable Fuel Standard?...

Bill Radvak Battery storage is gaining more and more traction in the distributed energy resources community. Last fall, California passed the first statewide energy storage directive in the United States. Issued by the California Public Utilities Commission (CPUC), the mandate requires all investor-owned utilities in the state including Southern California Edison, Pacific Gas & Electric and San Diego Gas & Electric, to jointly purchase “1325 megawatts of energy storage” by 2020. “The proposed targets increase between 30% and 55% every two years, creating economic incentives for multiple players with various technologies to enter the market reports Energy...

Michael Smele Solar Home with sunflower photo via Bigstock The Ontario microFIT program was launched in 2009 as part of Ontario’s provincial government’s efforts to increase the production of renewable energy. The program provides participants with the opportunity to develop a “micro” renewable electricity generation project on their privately owned property that uses solar photovoltaic (PV), wind, waterpower, or bioenergy (biogas, biomass, landfill gas). I have asked three families who navigated the process of microFIT solar installations to share their experience by answering some questions. ...

Garvin Jabusch Many parallels exist between the college campus divestiture campaigns of the 1980s and today. Both were/are seeking to apply intense student and community pressure to persuade boards of trustees to get endowment monies out of investments in businesses or locations perceived as undesirable. In the '80s it was South Africa and Apartheid that students objected to. Back then, one could almost conceive of college students versus a beleaguered South African government as something of a fair fistfight between entities with comparable chances of winning popular opinion and thus investment dollars to their side. And indeed the students...